McLaren Northern Michigan Foundation
Resources from Advisors

Resources from Advisors

Working with local advisors, McLaren Northern Michigan Foundation strives to be a resource for our community and provide information that helps you accomplish your philanthropic goals.

Articles

From bank accounts and investments to photos, books, and social media, our lives are increasingly connected to our computers, cell phones, or other devices, and our inventory of virtual assets is growing. “Digital Assets – Are You Planning for Them?”, by Stacy Beekman, Trust Relationship Officer at Greenleaf Trust, shares the steps you can take now to ensure your loved ones have access to your online accounts when needed.

New year, new tax laws. McLaren Northern Michigan Foundation Trustee, Matthew J. Frentz, CPA, Rasmussen, Teller, O’Neil & Christman, identifies 5 questions to address with your tax professional.

5 Questions to Ask Your CPA

Early experiences often influence the paths you take in life. In the attached article, “Forever Grateful”, Regina Jaeger, Vice President and Trust Relationship Officer at Greenleaf Trust, shares how her first job at the age of 18 shaped her views on charitable giving and provides some tax savvy tips for accomplishing your charitable goals – now and in the future.

Forever Grateful

If there is one thing that’s constant, it’s change. In the attached article, “Time to Review”, Denise Croake, Chief Operating Officer and Financial Services Representative at Encore Financial Group, shares some helpful tips related to when you should review your financial plan and things to consider as you do so.

Time to Review

Videos

Claire Hollis Forster, Attorney with Stroup Meengs, PC shares what it means to her to Leave a Legacy.

 

Mike Nuorala, CPA with Klepadlo Winnell Nuorala P.C. and McLaren Home Care & Hospice Board Chair shares what leaving a legacy means to him.

 

Steven Cross, Wealth Manager at Fifth Third Bank and McLaren Northern Michigan Foundation Trustee, talks about the importance of Legacy Planning with his clients.

 

Regina Jaeger and Lauree VanderVeen, Trust Officers with Greenleaf Trust partnered with McLaren Northern Michigan Foundation to share what it can look like to leave a meaningful impact through a beneficiary designation or a gift from an IRA.

 

Denise Croake, Chief Operating Officer at Encore Financial Group shares advice for Leave a Legacy Month.